Waddell & Reed Makes Exec Shifts at Ivy Funds, BD
The firm announced the departure of Thomas Butch and new appointments to key leadership slots.
Impact Investing Shows Tidy Profits, New Report Says
Research bolsters impact investing sector’s credibility and transparency.
Donor-Advised Funds Surge to Record in 2016, NPT Reports
DAFs continue to be the fastest-growing charitable giving vehicle in the U.S.
FINRA Upgrades Fund Analyzer Tool to Add Fee, Discount Calculations
Investors can research and compare more than 30,000 products
3 Economic Scenarios for Investors to Watch in Next 5 Years
BMO Global Asset Management gives probabilities to each of its forecasted scenarios.
Tax Loopholes for Wall Street’s Wealthiest Linger in Bill
For advisors, the Senate bill estate tax provision could create interesting opportunities.
PayPal Enters the Robo-Advisory Business
The electronics payment firm has announced a new partnership with Acorns, the micro robo-advisory firm.
J.P. Morgan Forecasts a Drop in Returns for 60/40 Portfolios
Stabilizing secular growth, though, gives investors reason for cautious optimism, according to J.P. Morgan Long-Term Capital Market Assumptions.
SEC Exam Priorities Said to Focus on Cybersecurity, Seniors in 2018
The new examination priorities list, usually released in January, would be the roadmap for OCIE activities for the year.
Raymond James Wraps Up $172M Deal
The firm completes purchase of Scout Investments and Reams Asset Management and shares its October results.